EWA
USMC icon

EP Wealth Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

EP Wealth Advisors’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.7M Buy
130,890
+1,783
+1% +$127K 0.04% 278
2026
Q1 		$8.3M Sell
129,107
-4,369
-3% -$292K 0.04% 239
2025
Q4 		$9.14M Buy
+133,476
New +$9.13M 0.05% 209
2025
Q2 		$8.33M Buy
133,231
+2,662
+2% +$155K 0.05% 206
2025
Q1 		$7.41M Buy
130,569
+2,004
+2% +$120K 0.06% 182
2024
Q4 		$7.72M Sell
128,565
-2,845
-2% -$168K 0.06% 173
2024
Q3 		$7.49M Buy
+131,410
New +$7.21M 0.06% 179

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

EP Wealth Advisors's USMC Position: Q2 2026 in Review

EP Wealth Advisors increased its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 1.4% in Q2 2026, buying an estimated $127K and bringing the position to 130,890 shares worth $9.7M. The position accounts for 0.04% of the portfolio, ranked #278.

EP Wealth Advisors first reported a position in USMC in Q3 2024 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • EP Wealth Advisors held 130,890 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $9.7M as of Q2 2026.
  • EP Wealth Advisors bought 1,783 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $127K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #278 holding.
  • EP Wealth Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.